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Learn MoreNow that you’ve completed our onboarding email campaign, let’s take a minute to review the full series of essential tips for getting started with eMoney Plus.
We know that our success is dependent upon yours. That’s why we offer a wide variety of support resources to help you get familiar with the application and take your proficiency to the next level.
Discover best practices for adding advisor and client connections, how to keep them up-to-date, and what to do when a connection breaks.
Discover steps you can take before introducing the Client Site that will help create the best experience for your clients.
Retirement is an essential goal for all clients and will always be a major focus of their financial plans. Let’s walk through how to enter a Retirement Goal and set a Proposed Plan in Foundational Planning for your clients.
With a simplified process for creating goals beyond retirement, Foundational Planning is a great way to work with millennial clients. Let’s take a look at how you can best support this client base.
When the time comes to meet with your client for information review and goal planning, the presentations and deliverables we offer can provide a step-by-step walkthrough of all the key data for your meeting with the client.
Check out this post where we discuss best practices for generating the recommended portfolio with Foundational Planning and how to apply the recommended reallocation to a Proposed Plan.
Data aggregation is an essential part of eMoney’s planning experience. By connecting their accounts, your clients gain a holistic view of their finances, while also providing, while also providing you with the information needed a create a comprehensive financial plan.
The Life Insurance tool in Foundational Planning makes it easier than ever to open a conversation with your clients about their life insurance. With a few simple steps, you can quickly determine if their current coverage will adequately protect their families.
Download this Integrations guide to learn more about the recommended order of operations for importing and linking clients, and how it can help to ensure efficiency and reduce redundancy.
What are some best practices you can use to improve the long-term adoption and engagement of your personal financial management site?
With the eMoney Client Portal, you can offer your clients spending and budgeting tools to build monthly spending budgets while also tracking their spending habits on connected transactional accounts. But because clients can make their spending transactions private, it’s sometimes tricky for the advisor to help troubleshoot issues in this area of the platform.
Check out our Intermediate, Advanced, and Impactful Extras webinars and take your skills to the next level.
